financial-charts

📁 pedro-mello30/stock-analyst 📅 Jan 29, 2026

总安装量

周安装量

#55289

全站排名

安装命令

npx skills add https://github.com/pedro-mello30/stock-analyst --skill financial-charts

Agent 安装分布

trae 2

antigravity 2

claude-code 2

codex 2

gemini-cli 2

opencode 2

Skill 文档

Financial Charts

Create publication-quality financial visualizations: Sankey flows, waterfalls, bar charts, and line charts.

Quick Reference

Need	Function	Script
Income statement flow	`create_income_statement_sankey()`	`sankey_chart.py`
Profit walkdown	`create_profit_walkdown()`	`waterfall_chart.py`
Revenue bridge	`create_revenue_bridge()`	`waterfall_chart.py`
Margin comparison	`create_margin_comparison_chart()`	`bar_chart.py`
Revenue segments	`create_revenue_segment_chart()`	`bar_chart.py`
Trend analysis	`create_trend_chart()`	`line_chart.py`
Multi-line comparison	`create_multi_line_chart()`	`line_chart.py`

Workflow

Identify chart type from Quick Reference
Prepare data in required format
Select theme (default, corporate, dark, apple, tech, financial, minimal)
Run script with parameters
Output as .png, .html, or .pdf

Example: Income Statement Sankey

Creates a flow diagram like Apple’s FY22 visualization (see assets/chart-example.png):

from scripts.sankey_chart import create_income_statement_sankey

create_income_statement_sankey(
    revenue_sources={
        "iPhone": 205.5e9,
        "Mac": 40.2e9,
        "iPad": 29.3e9,
        "Wearables": 41.2e9,
        "Services": 78.1e9,
    },
    cost_of_revenue=223.6e9,
    operating_expenses={"R&D": 26.2e9, "SG&A": 25.1e9},
    other_expenses={"Tax": 19.3e9, "Other": 0.3e9},
    company_name="Apple",
    fiscal_period="FY22",
    theme="apple",
    output_path="apple_income_flow.png",
)

Example: Waterfall Chart

from scripts.waterfall_chart import create_profit_walkdown

create_profit_walkdown(
    revenue=100e6,
    cost_of_goods_sold=60e6,
    operating_expenses={"R&D": 10e6, "SG&A": 15e6},
    other_items={"Tax": -3e6},
    title="Q4 Profit Walkdown",
    output_path="walkdown.png",
)

Themes

All scripts accept theme parameter:

default – Professional blue/green
corporate – Traditional business
dark – Dark mode dashboards
apple – Apple-style clean
tech – Modern tech
financial – Banking style
minimal – Grayscale with accents

Dependencies

pip install plotly kaleido

Extended Reference

For detailed API, all parameters, and advanced customization, see references/chart-guide.md.

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